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iShares Core Dividend ETF

154 hedge funds and large institutions have $706M invested in iShares Core Dividend ETF in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 69 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

7.54% less ownership

Funds ownership: 63.47%55.93% (-7.5%)

13% less capital invested

Capital invested by funds: $808M → $706M (-$103M)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
154
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$179K
Puts
$47K
Net Calls
Net Calls Change

Top Buyers

1 +$11.5M
2 +$8.74M
3 +$4.65M
4
Morgan Stanley
Morgan Stanley
New York
+$3.97M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.91M

Top Sellers

1 -$53.1M
2 -$43.9M
3 -$27.4M
4
IA
IFG Advisory
Georgia
-$14.9M
5
FWM
Foguth Wealth Management
Michigan
-$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
26
Money Concepts Capital
Florida
$5.14M
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$5.09M
BSTWA
28
Blake Schutter Theil Wealth Advisors
Ohio
$4.39M
TFG
29
Taylor Financial Group
Virginia
$4.15M
GVAG
30
Great Valley Advisor Group
Delaware
$3.83M
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$3.63M
FHA
32
Flagship Harbor Advisors
Massachusetts
$3.57M
Osaic Holdings
33
Osaic Holdings
Arizona
$3.56M
Raymond James Financial
34
Raymond James Financial
Florida
$3.51M
IFG
35
Independent Financial Group
California
$3.48M
Mariner
36
Mariner
Kansas
$3.45M
PRI
37
Prepared Retirement Institute
Pennsylvania
$3.27M
ATC
38
Argent Trust Co
Tennessee
$2.99M
SA
39
Sanctuary Advisors
Indiana
$2.69M
IWM
40
IHT Wealth Management
Illinois
$2.56M
LFG
41
Larson Financial Group
Missouri
$2.55M
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$2.39M
GGS
43
Galvin Gaustad & Stein
Arizona
$2.13M
PAS
44
PKS Advisory Services
New York
$2.13M
NB
45
Nicolet Bankshares
Wisconsin
$2.03M
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$1.82M
KWM
47
Kingsview Wealth Management
Oregon
$1.79M
IF
48
IRON Financial
Illinois
$1.74M
PBO
49
Peoples Bank (Ohio)
Ohio
$1.71M
WWM
50
Western Wealth Management
Colorado
$1.67M